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Knowledge Base
Knowledge Base Archive
Accounts
11 Articles
Sales Orders
2 Articles
Sales Orders
Despatch Notes
Linking to Xero
Linking to QuickBooks
Linking to Sage 50
The Benefits of Linking to an Accounts System
How to include labor in sales tax calculations
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Contacts
3 Articles
Contact
Creating Contacts
Contact Details
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CRM
11 Articles
Creating a New Quote
Creating a New Customer Site
CRM Attributes
Competitors
Sales Barrier
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Customers
15 Articles
Using the Customer Web Portal
Creating a New Customer
Creating a New Customer Site
New Sites
Creating Customers
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Dashboard
6 Articles
Using the Dashboard
Editing the Dashboard
Dashboard
Consumer Dashboard Welcome Message
Editing The Dashboard
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Equipment
9 Articles
Equipment
Goods Received
Equipment Details
Equipment Attributes
How to add a Service Group to an Equipment record
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FGAS
4 Articles
FGAS Bottle Tracking & Bottle History
FGAS Settings And Refrigerant Types
FGAS Webinar
Decanting between Cylinders
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GDPR
6 Articles
Anonymising Closed Customer Records
Anonymising Contact Records
Anonymising Ex-Employee Records
Anonymising Prospect Records
Fair Processing Notice
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Inspections
9 Articles
Inspections
Adding an Inspection to a Job
Adding Inspections to Jobs Automatically
Completing a Pre Visit inspection on the mobile app
Creating a New In-Visit Inspection Template
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Invoices
6 Articles
Invoice
Invoice Detail
Completing & Invoicing Jobs
Quotes
Batch Invoices
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Jobs
18 Articles
Job
Job Detail
Logging New Jobs
Updating Jobs Manually
Assigning a Job to More Than One Engineer
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Messages
3 Articles
Messages
Sending Messages
Notifications
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Mobile Engineer
28 Articles
Logging In & Out of the Mobile App
Receiving, Checking & Accepting Jobs on the Mobile App
Travelling to Jobs on the Mobile App
Completing Jobs on the Mobile App
Creating New Jobs on the Mobile App
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Planner
6 Articles
Assigning Jobs Using the Planner Map
Adding Public Holidays
Adding Activities on the Planner Board
Plannerboard
Assigning Jobs Using the Planner Board
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Policies
2 Articles
Fair Processing Notice
GDPR Compliance Statement
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Purchasing
6 Articles
Creating a New Supplier
Creating a New Purchase Order
Creating a New GRN
Purchase Orders
Purchase invoice matching permissions
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Quotes
11 Articles
Creating a Job from a Quote
Creating a Job Quote
Creating and Generating a Quote from the Mobile App
Marking a Quote as Lost
Marking a quote as Won
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Reminders
5 Articles
Reminders Detail
Notifications
Creating Reminders
Creating Service Reminders
Reminders
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Sales Opportunity
4 Articles
Sales Opportunities
Sales Opportunity Attributes
Sales Barrier
Adding new Sales Opportunity Status
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Service Contracts
4 Articles
Creating a New Contract Type
Creating a New Contract
New Contract Type
Service Contracts
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Settings
68 Articles
Prices
Licence Manager
Logging In & Out of ServiceSight
Adding Public Holidays
Editing the Standard Labour Rate
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Stock
9 Articles
Creating a New Stock Type
Creating a New Stock Part
Creating a New Stock Adjustment
New Stock Type
Stock Adjustment
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